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Peak Retirement Planning’s Verizon VZ Stock Holding History

Peak Retirement Planning’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.51M Sell
49,907
-2,214
-4% -$103K 0.5% 55
2025
Q4 		$2.12M Buy
52,121
+9,937
+24% +$403K 0.5% 53
2025
Q3 		$1.85M Buy
42,184
+10,277
+32% +$445K 0.52% 53
2025
Q2 		$1.38M Buy
31,907
+7,113
+29% +$308K 0.56% 48
2025
Q1 		$1.12M Buy
24,794
+5,496
+28% +$229K 0.62% 31
2024
Q4 		$772K Buy
+19,298
New +$814K 0.52% 70

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peak Retirement Planning's VZ Position: Q1 2026 in Review

Peak Retirement Planning reduced its Verizon (VZ) stake by 4.2% in Q1 2026, selling an estimated $103K and leaving 49,907 shares worth $2.51M. The position accounts for 0.5% of the portfolio, ranked #55.

Peak Retirement Planning first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Peak Retirement Planning held 49,907 shares of Verizon worth $2.51M as of Q1 2026.
  • Peak Retirement Planning sold 2,214 Verizon shares in Q1 2026, an estimated $103K.
  • Verizon made up 0.5% of Peak Retirement Planning's portfolio in Q1 2026, its #55 holding.
  • Peak Retirement Planning first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Peak Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.